In short
Westara is a morning overview of your household money: your budget and real spending on one side, and your wealth across cash, investments and self-held Bitcoin on the other.
What you get in one place
- Budget and Actuals: a year plan for income and spending next to what was actually booked
- Investments: holdings and activity, with cost basis calculated "oldest lots first" (FIFO)
- Bitcoin you hold yourself: watch a wallet without handing over any keys
- Illiquid assets: property, vehicles or valuables at the value you enter
- Contracts and subscriptions: spot recurring payments and note deadlines
- Family: up to 6 people, including you, with individual and combined views
How data gets in
On every plan, including Free, you can import bank statements and broker files and connect eToro directly. On Solo and Family you can also connect your bank read-only through finAPI.
What Westara is not
- Not a broker or a bank: Westara doesn't buy or sell anything and doesn't send payments.
- Not investment, tax or legal advice. The AI, too, only explains numbers that are already in Westara.
- No automatic valuation of property, cars or valuables.
In the app
- Overview
You’ll find these areas in Westara after signing in.
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Related articles
- In what order should I set up Westara? This order works best: accounts first, then real numbers, then extras, and invite other people last.
- Which plans are there, and what AI limits apply? There are three plans: Free, Solo and Family. They differ mainly in bank connection, AI and the number of people.